As a founding partner of Liberty One Wealth Advisors, Jacky is responsible for designing and implementing financial plans for clients. He has dynamic experience in retirement strategies and planning for liquidity events. Prior to co-founding Liberty One Wealth Advisors, Jacky was a wealth advisor at Merrill Lynch for 6 years. Jacky has helped his clients work toward their financial goals since 2012.
Jacky is an advocate for mentoring and community involvement. He is a Big Brother with Big Brothers Big Sisters and serves as Chair on its Philadelphia Regional Advisory Board. He also serves on the Board for Crescent Foundation, a non-profit that provides support for individuals living with Sickle-Cell Disease and their families.
Jacky is a University of Florida graduate and was awarded the CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc.
